+53.8%
MMM vs PODD
+223.9%
-170.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.3% |
| 7D | -1.6% | -4.1% | +2.5% | -1.2% |
| 30D | -8.0% | +0.8% | -8.8% | -8.1% |
| 3M | +9.4% | -6.1% | +15.5% | +9.5% |
| 6M | +10.2% | -40.0% | +50.2% | +15.5% |
| YTD | +6.1% | -49.9% | +56.1% | +13.3% |
| 1Y | +10.8% | -59.3% | +70.1% | +20.9% |
| 3Y | +104.8% | -17.2% | +122.0% | +104.4% |
| 5Y | +27.0% | -53.0% | +80.0% | +32.5% |
| 10Y | +53.8% | +226.1% | -172.3% | +34.4% |
| All | +53.8% | +223.9% | -170.1% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling